Robin Woodell

Robin Woodell has been in the business of educating clients towards financial wellness for over 20 years. She is a comprehensive financial planner and owner of Emerald Financial Group. Emerald's goal is to create comprehensive, tax-efficient financial plans that aim to maximize the efficiency of every dollar, multi-tasking that dollar to its maximum potential. Most all of us have been taught to minimize expenses, save as much as you can, and invest in the market. While we believe these three actions are important, we also believe this is only part of the equations. Our mission is to show our clients how to change their mindset about money in a way that gives them the most freedom and abundance, while not sacrificing security throughout their entire lives. 

 We work with individuals to create a plan to take you through all stages of life, including tax strategy, where to save and invest for opportunity and retirement, risk management, and more. For our business owners, we also provide guidance on how to maximize deductions, prepare you for profitable business growth and eventual sale, and secure long-term, tax-advantaged distributions post-sale. We know financial planning can seem overwhelming at times and our goal is to educate and work with you side by side to create the life you envision. We look forward to having you join the Emerald family!